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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,065 | $72,071+20.8% | $68,368+27.3% | $137,256-36.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 17.65% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,369 | $2,788-15.0% | $2,649-10.6% | $4,156-43.0% |
| Participant deferral / active EE | $3,426 | $4,410-22.3% | $4,123-16.9% | $6,407-46.5% |
| Admin fee / account holder | $364 | $5,336-93.2% | $5,150-92.9% | $12,270-97.0% |